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ETFs

Vanguard Small-Cap Value ETF

VBR
$--
Today’s Change
-- (--)

Snapshot
*

Inception Date
Jan 26 2004
Expense Ratio
0.07%
Type
US Equities
Fund Owner
Vanguard
Volume (1m avg. daily)
$61,896,919
AUM
$24,537,078,329
Associated Index
CRSP U.S. Small Cap Value Index
Inverse/Leveraged
No
Passive/Active
Passive
Fractionable on Composer
Yes
Prospectus
View

Top 10 Holdings

n/a
Vanguard Market Liquidity Fund
0.95%
IEX
Idex Corporation
0.62%
ATO
Atmos Energy Corp.
0.60%
RS
Reliance Steel & Aluminum Co.
0.58%
BG
Bunge Ltd.
0.55%
BLDR
Builders Firstsource Inc
0.55%
GLPI
Gaming and Leisure Properties Inc
0.51%
BAH
Booz Allen Hamilton Holding Corp - Ordinary Shares - Class A
0.50%
KIM
Kimco Realty Corporation
0.47%
APA
APA Corporation
0.45%
Invest with VBR

What is VBR?

Seeks to track the performance of the CRSP U.S. Small Cap Value Index which measures the investment return of small-capitalization value stocks. Provides a convenient way to match the performance of a diversified group of small value companies. Follows a passively managed full-replication approach.

ETFs related toVBR

ETFs correlated to VBR include IJJ, MDYV, IVOV

VBR
Vanguard Group, Inc. - Vanguard Small Cap Value ETF
IJJ
BlackRock Institutional Trust Company N.A. - iShares S&P Mid-Cap 400 Value ETF
MDYV
SPDR Series Trust - SPDR S&P 400 Mid Cap Value ETF
IVOV
Vanguard Group, Inc. - Vanguard S&P Mid-Cap 400 Value ETF
EZM
WisdomTree Trust - WisdomTree U.S. MidCap Fund
FNDA
Schwab Strategic Trust - Schwab Fundamental U.S. Small Company Index ETF
IJH
BlackRock Institutional Trust Company N.A. - iShares Core S&P Mid-Cap ETF
DON
WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund
IVOO
Vanguard Group, Inc. - Vanguard S&P Mid-Cap 400 ETF
SPMD
SPDR Series Trust - SPDR Portfolio S&P 400 Mid Cap ETF
MDY
State Street Global Advisors - S&P MidCap 400 ETF

What is ETF correlation?

Correlation is a measure of the strength of the relationship between two ETFs. It quantifies the degree to which prices of the two ETFs typically move together.

Here, correlation is measured over the past year with the Pearson correlation coefficient (Pearon’s r), which ranges from -1 to 1.

Using ETF correlations in portfolio and strategy construction

ETF correlations can help you create investing strategies and portfolios. Use them to:

  • •Build a diversified portfolio from uncorrelated or inversely correlated ETFs with the aim of minimizing portfolio risk.
  • •Compare correlated or related ETFs to find one with a lower expense ratio or higher trading volume.
  • •Create an investing strategy that hedges an ETF with an uncorrelated or inversely correlated ETF.

Automated Strategies
Related toVBR

#SAM

Spread Across the Market

Category

Getting Defensive, Investing for the Long-Term

Risk Rating

Moderate

#GLOBE

Follow the Global Trend

Category

Momentum, Lever Up, Go Global, Diversification

Risk Rating

Moderate

Create your own algorithmic trading strategy with VBR using Composer

FAQ

VBR is a US Equities ETF. Seeks to track the performance of the CRSP U.S. Small Cap Value Index which measures the investment return of small-capitalization value stocks. Provides a convenient way to match the performance of a diversified group of small value companies. Follows a passively managed full-replication approach.

VBR tracks the CRSP U.S. Small Cap Value Index.

No, VBR is not actively managed. It is passively managed. In an actively managed fund, the fund manager makes decisions about how funds are invested. A passively managed fund typically tries to track or follow a market index.

Yes, VBR is passively managed. A passively managed fund typically tries to track or follow a market index. In an actively managed fund, the fund manager makes decisions about how funds are invested.

The 1-month return on VBR is 0.0628%. This is the percent change in the value of VBR over the most recent 1-month period. The 3-month return on VBR is 0.0053%. This is the percent change in the value of VBR over the most recent 3-month period.

The standard deviation of VBR for the past year is 0.2355%. Standard deviation is the typical amount that the daily returns vary from the mean of the returns over the time period, standardized to a period of a year.

ETFs similar to VBR include VUG, IWF, and IWD.

ETFs correlated to VBR include IJJ, MDYV, and IVOV.

ETFs that are inversely correlated to VBR include SBB, TWM, and RWM.

Disclaimers

*

We show information directly obtained from our data provider, Xignite. Data shown here is provided by Xignite, an unaffiliated third party. Composer believes the information shown here is reliable, but has not been verified and there is no guarantee that the information is accurate.

**

We show information based on calculations performed by Composer using data from our provider. Information provided here is based on calculations performed by Composer using data sourced from Xignite, an unaffiliated third party. Composer believes this information is reliable, but has not verified the data and there is no guarantee that the calculations are accurate.